Pre invoices

List of paragraphs:

• Pre invoices list
• Creating pre invoice
• Reviewing pre invoice
• Creating related entries
• Editing and deleting

Pre invoices module is for managing pre invoices. Create, send to client or convert it to invoice.

Pre invoices list

Select module Pre invoices to see pre invoices list:

Use Search or filters to find specific pre invoice/es.

Creating pre invoice

1

Select module Pre invoices and press Create new pre invoice:

2

Fill in the details. Select items or services, include them into pre invoice by clicking on the blue tick:

3

If you want to specify item price including VAT, check - Item price writen with VAT:

4

Press Save or Save and Send if you want to send pre invoice to your client.

Reviewing pre invoice

To review pre invoice, press on its number:

• Record payment – status will change from unpaid to paid.
• Convert to invoice – invoice will be created with the identical information.

Creating related entries 

1

To create a related entry, select p review, then choose entry type, for example, Tasks, and select New Task.

2

Describe task and press Save.

3

Task will appear both in pre invoice card and in Tasks module.

4

To create a related task, also use this button:

Editing and deleting

To edit pre invoice, use Actions menu: 

In preview window you can also edit or delete pre invoice: